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SSGBusIntell

Presented by Strategic Systems Group, Inc.

http://www.ssgnet.com (310) 539-4546

Business Intelligence for MK

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The GatewayThe Key to Unlocking Business Intelligence

in MK

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SSGBusIntell Index

Business Intelligence Systems MK and Business Intelligence MK Analysis and Reporting Tools What is SSGBusIntell, how does it work and what are the benefits? Reporting and Analysis Components Data Warehouse Analysis using Microsoft Excel Analysis using OLAP cubes Uninvoiced Receipts Analysis Tool Crystal Reporting Executive Information Systems (EIS) Reporting SSGBusIntell as a transition and data migration tool Summary

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Improve the speed, ease and quality of decision-making Extract, scrub and aggregate data from disparate systems into a

single data mart or warehouse Minimize the time required to gather relevant business information,

because now it’s in a single data source Reduce the cycle time from identifying a problem or issue to the

point of problem resolution Enable rapid delivery of summarized information with drill-down to

detail Deliver relevant information views, which allow querying, reporting

and analysis capabilities that go beyond standard reporting abilities Provide analysis tools to support informed decision making Provide tools that are designed for the business user Provide tools that can be accessed by the business user on-demand Gain a competitive advantage with the ability to evaluate trends,

patterns and relationships in your company’s business information

Business Intelligence Systems

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5Return to Index

MK and Business Intelligence

MK is an excellent data repository

Business intelligence products give you the power to leverage data

Once you turn data into business intelligence information, you create a strategic advantage with your information systems

MK data can be difficult to get at – when you need it and in the format you need

Standard MK reporting is limited to pre-defined data views and does not provide flexibility in viewing data

Using a business intelligence product

Delivers data to the end-user

Provides flexibility

Allows easy, on-demand, secured access MK data

Creates a data repository for consistent reporting throughout the organization

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MK Analysis and ReportingMK Provides Limited Analysis Tools

Sales Statistics Purchasing Statistics Financial Report Writer

The analysis tools do not provide the flexibility needed by many organizations, and they can be difficult to set up.

There are many sources of untapped information in MK. Some of these areas include:

Receipt History Vendor Performance Financial Analysis

Inventory Valuation Purchasing Backlog Sales Backlog

Inventory Flow Production Activity Sales Analysis

Planned Stock Transactions Receivables Management Bookings Analysis

Gross Margin Analysis

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Standard MK reporting is limited to pre-defined data views

Standard MK reporting does not provide flexibility in how the data is viewed

Creating reports in MK is too complex for the average business user• MK has hundreds of tables • Few end-users understand the data structure

MK report scripting tools are expensive and require trained personnel

Options such as ODBC access are slow, eat up system resources, and present security issues

MK End-User Reporting Concerns

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What is SSGBusIntell?

Presents information in a format that is flexible and easy for the business user to use and understand

Provides information the business user can access immediately

Presents information in a single data source

Presents data that is organized into logical relationships and ready for analysis

Provides tools that are designed for the business user

Presents information using tools that provide MK data security

Does not require knowledge of the MK table structure or how to link tables

Provides the methodology to create a unified information infrastructure

SSGBusIntell is a Business Intelligence application designed for the business user. This application . . .

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SSGBusIntell is a comprehensive application. This methodology utilizes commonly available desktop tools, in conjunction with MK data, to create user-friendly analysis and reporting tools.

How does SSGBusIntell Work?

The SSGBusIntell application includes:

MK application data extracts

Data warehouse - MS-SQL

Analysis tools – Analysis Services (OLAP)

Unique reconciliation and analysis tools, such as Uninvoiced

Receipts

Microsoft Query and Excel

Crystal Reports library of reports

Executive Information System (EIS) Return to Index

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MK Data Extracts

MK queries are used to extract the data

The SSGBusIntell tables use conventional naming

Sensible sets of data have been created for these extracts

Key data elements are combined in a way that does not exist in MK reporting

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Data Warehouse

The backbone of the SSGBusIntell application lies in the

MS-SQL database.

This database contains tables necessary to create a

comprehensive data warehouse and can be expanded

to include data from sources other than MK.

The result is a database that provides a single data

source where the data is logically organized and ready

for immediate reporting and analysis.

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The MS-SQL database contains

numerous tables that represent a diverse collection of data.

The tables are structured so there is sufficient overlap to eliminate the need for the end-user to

link tables.

These tables can incorporate data from

sources other than MK.

The MS-SQL database contains

numerous tables that represent a diverse collection of data.

The tables are structured so there is sufficient overlap to eliminate the need for the end-user to

link tables.

These tables can incorporate data from

sources other than MK.

The Tables

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Data is extracted from MK creating logical sets of data, bringing together key data elements in ways they do not exist in MK reporting.

The data warehouse contains information that drives other elements in the application.

Data is extracted from MK creating logical sets of data, bringing together key data elements in ways they do not exist in MK reporting.

The data warehouse contains information that drives other elements in the application.

Open Sales Order tableOpen Sales Order table

Open Sales Order Example

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Special calculations can be added to the SSGBusIntell tables . . .

Special calculations can be added to the SSGBusIntell tables . . .

Add Special Calculations

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The components for standard and ad hoc reporting and data analysis include the MS-SQL database, MS Analysis Services (OLAP) cubes, MS Query and Excel, Seagate Crystal Reports and the Executive Information System (EIS).

SSGBusIntell comes with a library of standard reports.

Standard reports can easily be modified to meet unique reporting requirements.

New reports and graphical presentations can easily be created.

Ad hoc and monthly analysis can be created to identify trends, provide business metrics and analyze transactions.

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Reporting & Analysis Components

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Analysis ToolsMicrosoft Excel

Microsoft Query provides one of the gateways to the data warehouse.

Excel receives selected data from the data warehouse via MS Query

Excel is a very effective tool for rapid analysis and reporting.

This is an excellent tool for ad hoc or standard reporting and routine reconciliations.

Queries can be saved to build a standard library of Excel reports, which can easily be refreshed with new data.

The learning curve is minimal since business users already have experience manipulating data in Excel.

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Select the data source. This is configured at installation.Select the data source. This is configured at installation.

Start the Query

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Select the table to query and the fields to include.Select the table to query and the fields to include.

Select the Table & Fields

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Select the information you want to see.Select the information you want to see.

Enter Selection Criteria

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Decide how you want the data sorted.Decide how you want the data sorted.

Sort the Data

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The query can be saved now as a Query file,The query can be saved now as a Query file,

BUILD YOUR OWN LIBRARY OF STANDARD REPORTS:

As queries are saved, you start building a library of standard reports that can be reused.

BUILD YOUR OWN LIBRARY OF STANDARD REPORTS:

As queries are saved, you start building a library of standard reports that can be reused.

Build a Library of Queries

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. . . or return the data to Excel and save it as an Excel file.. . . or return the data to Excel and save it as an Excel file.

Return the Data to Excel

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Quick and easy. Ready for the next step. You can add data, analyze existing data, create pivot tables . . .

Quick and easy. Ready for the next step. You can add data, analyze existing data, create pivot tables . . .

View the Query

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Create Charts Chart created

from Excel spreadsheet

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More ChartsExcel Chart

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Analysis ToolsSQL Server 2000 Analysis Services

A key analysis component of SSGBusIntell is the Online Analytical Processing (OLAP) cubes.

Once the MK data is extracted and loaded into the SSGBusIntell tables, multidimensional cubes are refreshed to provide an excellent view of customers, partners and operations. This information can help you make better decisions and increase your competitive advantage.

The cubes allow the business user to view data at various summary levels in familiar spreadsheet format. The approach is similar to using pivot tables in Microsoft Excel.

Drill-down views provide key insights into business trends and operations. Views can quickly and easily be transformed into reports and graphical presentations, or they can be transferred to Excel for analysis. Return to Index

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Analysis ToolsUninvoiced Receipts Analysis

One of the unique analysis tools designed into the SSGBusIntell application supports reconciliation of A/P uninvoiced receipts.

Transaction details for Receipts, Accounts Payable, Stock & WIP, Project Financial Transactions and General Ledger are consolidated into one data source. This allows you to analyze transactions from a single source to reduce reporting, analysis and reconciliation time.

This analysis tool identifies uninvoiced receipts at month-end. It also contains unique functionality to ‘go back in time’ to recreate ending balances for a prior period.

Using the MS Query functions, data is retrieved from the Uninvoiced Receipts table and loaded into Excel. Reconciliation and research tabs provide all the supporting details. Return to Index

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Uninvoiced Receipts Analysis Elements

Transactions can be analyzed by:

Purchase order and position Project Invoice number Journal and batch Account number Supplier Period

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Uninvoiced Receipts Analysis

For uninvoiced receipts, this analysis identifies: Invoiced and uninvoiced quantities and amounts by

PO line PO currency and home currency Variances by PO line between operational

transaction flow and general ledger flow Transaction flow from PO to Receipts to Accounts

Payable to General Ledger Transaction flow for Project transactions

Record selection is based on: Uninvoiced receipts ledger account(s) Beginning and ending periods for analysis

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. . . and more

Uninvoiced Receipts Summary. . . can be used as journal back up

Uninvoiced Receipts Summary. . . can be used as journal back up

Uninvoiced PO and Pos detailUninvoiced PO and Pos detail Detailed analysis tabsDetailed analysis tabs

Summary

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Operational Transaction FlowOperational Transaction Flow

A/P Vouchers OutA/P Vouchers Out

PO and PosPO and Pos

Purchase Receipts InPurchase Receipts In

Calculated ending balanceCalculated ending balance

MK ending balanceMK ending balance

Variance between Calculated and

MK balance

Variance between Calculated and

MK balance

Operational Transaction Flow

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General Ledger Transaction FlowGeneral Ledger Transaction Flow

Transactions InTransactions In

Transactions OutTransactions Out

Calculated ending balance

Calculated ending balance

MK ending balanceMK ending balance

Variance between Calculated and

MK ending balance

Variance between Calculated and

MK ending balance

General Ledger Transaction Flow

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Crystal ReportsCrystal Reports is a user-friendly reporting tool that helps the business user present data in a professional format.

Report distribution for SSGBusIntell is web enabled.

SSGBusIntell includes a library of standard reports.

Following installation, standard reports can be run immediately to provide routine reporting and analysis.

The standard reports can easily be modified to present unique views of your business data.

New reports can quickly be created by I/T staff or the business user.

Training courses for Crystal Reports are widely available and provide an inexpensive and plentiful resource to develop in-house reporting skills.

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Crystal Reports is a respected product that provides you with the professional tools to format, analyze and present your business data. Reports can be printed or

viewed on-line.

Crystal Reports is a respected product that provides you with the professional tools to format, analyze and present your business data. Reports can be printed or

viewed on-line.

Page through the reportPage through the report

Drill down to more detailDrill down to more detail

A Detail Report

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Informative graphs can be created and presented with report detail,

Informative graphs can be created and presented with report detail,

A Chart with Detail

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. . . or without the detail. . . or without the detail A Chart with Summary

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Executive Information SystemEIS

This component of the SSGBusIntell application is designed to allow quick access to key performance metrics in your business. Through a web-browser, using a secured web connection or the company intranet, you can access the EIS reports.

Do you need a quick snapshot of Sales?

Do you need to know Inventory levels?

This is the executive’s information gateway to the organization.

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An overview of inventory levels.

EIS Chart

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Need more detail? Need more detail? Monitor sales dollars and units

EIS Chart

40All the detail you want!!All the detail you want!!

EIS Detail Report

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Get the details!Get the details!

EIS Chart with Drill-down

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View shipping trends

EIS Trend Report

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Using the web as an information tool, in conjunction with SSGBusIntell, you now have formatted, detailed information available when you need it,

Using the web as an information tool, in conjunction with SSGBusIntell, you now have formatted, detailed information available when you need it,

. . . where you need it.. . . where you need it.

EIS Trends – Dollars & Units

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SSGBusIntell as a Data Migration Tool

Limited programming is required beyond the core SSGBusIntell to support data conversion efforts

Data migration steps (simplified) Data is extracted from MK or Manman using

SSGBusIntell New fields may be added to define

elements for the new ERP application Additional MK fields may be added (probably

not necessary)

Data is formatted for the new application Data is imported into the new application

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Effective reporting and analysis to improve response time to answer business questions

Reporting and analysis tools that allow the end-users to obtain their own

answersA cost effective approach to support the

reporting needs of your organization

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SSGBusIntell - Business Intelligence Solution

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SSGBusIntell Delivers

Better and more timely information Includes reporting and analysis capabilities not available in

MK Reporting and analysis tools to augment MK reporting Unique analysis tools, such as Uninvoiced Receipts

analysis Multi-company reporting and analysis Multi-currency reporting and analysis

Results can be derived immediately Attaches to existing intranet - or - provides a gateway to

intranet development Provides a pathway to seamless upgrades and data

migrations Does not require that the business user be a programmerAffordability Improves cost management Training time and cost are minimal No software development costs

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SSGBusIntell Delivers answers Improves decision making Improves the exchange of information Contains specially designed analysis and reporting tools Provides easy access to consolidated, logically organized

data Includes scheduled updates to data warehouse Enables ad hoc reporting and analysis Allows flexibility in viewing and reporting data Improves identification of business trends

Benefits and Return on Investment

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Product Details and Investment

Please contact one of the experts at

Strategic Systems Group, Inc. for more detailed

product

information, a live demonstration or investment

details.

Strategic Systems Group, Inc. (310) 539-4645 http://www.ssgnet.com dcervelli@ssgnet.com

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Thank you for your time

Strategic Systems Group, Inc.www.ssgnet.com

(310) 539-4645

Strategic Systems Group, Inc.www.ssgnet.com

(310) 539-4645

MK is a registered trademark of Infor; MS-SQL, Access, Excel and Analysis Services (OLAP) are registered trademarks of Microsoft Corporation; PowerPlay is a registered trademark of Cognos Corporation; and Crystal Reports is a registered trademark of Business Objects.